ADRIAN HEREDIA
Austin,TX
Summary
Determined and dependable sales professional with a proven track record of exceeding targets in dynamic environments. Skilled in managing high-volume pipelines and working efficiently with extensive files. Excellent communicator who thrives under pressure and exceeds at fostering relationships to drive new business opportunities while maintaining client retention.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Designer/Project Manager
The Cool Arrow Company, LLC
Austin, TX
02.2024 - Current
- Successfully manage all aspects of projects, overseeing them from initiation to completion.
- Ensure adherence to strict construction timelines, consistently delivering projects on schedule.
- Effectively allocate and manage project budgets, consistently achieving cost-saving goals.
- Maintain comprehensive project documentation, including schedules, budgets, and progress reports.
- Maintain a high standard of quality control by communicating expectations, and supervising subcontractors.
- Conduct regular inspections to ensure compliance with project specifications and industry standards.
- Demonstrate a strong ability to problem-solve and make critical decisions under pressure.
Loan Officer
Cloud Financial Group
Austin, Texas
04.2024 - 08.2024
- Evaluated and approved loan applications by analyzing applicant financial status, credit,
and property evaluations to ensure compliance with lending standards.
- Developed and maintained strong relationships with clients, realtors, and financial
institutions to drive business growth and customer satisfaction.
- Managed loan origination process from initial application to closing, ensuring accuracy
and timely completion of all documentation.
- Provided expert guidance to clients on loan products, terms, and conditions, helping them
make informed financial decisions.
Senior Loan Processor
Orchard Mortgage
Austin, Texas
03.2021 - 11.2022
- Evaluated nearly 300 loan files in alignment with program guidelines, to ensure borrower qualification.
- Orchestrated effective communication among all parties in transaction, creating a seamless process.
- Evaluated and successfully assisted in the consummation of 20 plus loans a month while adhering to stringent bank and government lending standards for accurate decisions.
- Carefully analyzed financial statements, clarifying details through direct contact with customers.
Consumer Loan Specialist
Randolph-Brooks FCU
Austin, Texas
09.2020 - 03.2021
- Facilitated seamless member and prospective member loan applications, finalized and funded consumer lending loans
- Processed paperwork and collected necessary documents, ensuring thorough completion of title work
- Proactively engaged members, recommending tailored products and services to meet individual needs
- Completed 50 plus calls per day to obtain consumer information and answer questions about loan process
Owner/Lead Designer
Revamped Stage & Design
Austin, TX
04.2019 - 06.2020
- Successfully managed all aspects of home staging operations, overseeing budgeting, scheduling, and project execution
- Pioneered business growth through strategic advertising and realtor relationship building
- Designed creative spaces, guaranteeing optimal use of space to enhance selling potential with homes averaging less than 7 days on market
- Spearheaded the design of website layouts, templates, and branded aesthetics
Loan Officer Assistant
Open Mortgage
Austin, TX
01.2019 - 03.2019
- Ensured comprehensive loan package preparation, guaranteeing all supporting documents were received and reviewed accurately before submittal to underwriting
- Collaborated closely with the Loan Officer and Loan Processor to seamlessly move the loan file to each stage
- Generated new business by cold calling, co-hosting open houses, and building business relationships across the industry.
Member Service Specialist
Randolph-Brooks FCU
Austin, TX
06.2018 - 01.2019
- Provided dedicated assistance, expertly processing inquiries and transactions for identified members
- Offered personalized banking product recommendations, tailored to individual member requirements
- Exercised precision in managing cash and negotiable instruments, consistently producing accurate reports
Education
NMLS License - Mortgage Originaton
Champion School Of Real Estate
Austin, TX06-2023
Skills
- Demonstrates effective ownership in driving
results and business growth - Proficient in Microsoft Office, Salesforce, Adobe, DocuSign, Arrive, Encompass and most CRMs
- Exceptional at customer service by prioritizing client satisfaction while cultivating and fostering strong relationships
- Excels in time management by prioritizing tasks ensuring timely
completion
Certification
- NMLS# 1930917
Timeline
Loan Officer
Cloud Financial Group
04.2024 - 08.2024
Designer/Project Manager
The Cool Arrow Company, LLC
02.2024 - Current
Senior Loan Processor
Orchard Mortgage
03.2021 - 11.2022
Consumer Loan Specialist
Randolph-Brooks FCU
09.2020 - 03.2021
Owner/Lead Designer
Revamped Stage & Design
04.2019 - 06.2020
Loan Officer Assistant
Open Mortgage
01.2019 - 03.2019
Member Service Specialist
Randolph-Brooks FCU
06.2018 - 01.2019
NMLS License - Mortgage Originaton
Champion School Of Real Estate
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